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Morningstar

Lord Abbett Value Opportunities R2 LVOQX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 18.26  /  +1.05 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.530%
  • Expense Ratio 1.530%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Small
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 19%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LVOQX

Will LVOQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LVOQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LVOQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LVOQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Lord Abbett Value Opportunities R2's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LVOQX

More LVOQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CommVault Systems Inc

2.52 31.0 Mil
Technology

Permian Resources Corp Class A

2.50 30.9 Mil
Energy

BJ's Wholesale Club Holdings Inc

2.41 29.7 Mil
Consumer Defensive

Chesapeake Energy Corp Ordinary Shares - New

2.33 28.7 Mil
Energy

AerCap Holdings NV

2.22 27.4 Mil
Industrials

Avery Dennison Corp

2.11 26.0 Mil
Consumer Cyclical

EMCOR Group Inc

2.08 25.6 Mil
Industrials

Steris PLC

2.02 24.9 Mil
Healthcare

Allegion PLC

1.97 24.3 Mil
Industrials

The Descartes Systems Group Inc

1.96 24.2 Mil
Technology